SCHH vs SPY
Comparison between SCHWAB U.S. REIT ETF (SCHH, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed SCHH, delivering a return of +13.2% compared to +3.0%
SCHH vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
SCHH
$11B
Winner
SPY
$781B
Expense Ratio
Winner
SCHH
0.07%
SPY
0.09%
Max Drawdown
Winner
SCHH
44.22%
SPY
56.47%
Sharpe Ratio
SCHH
0.94
Winner
SPY
1.43
5Y Beta
Winner
SCHH
0.44
SPY
1.00
P/E Ratio
SCHH
38.08
Winner
SPY
26.48
Forward P/E
SCHH
36.30
Winner
SPY
20.89
PEG Ratio
SCHH
N/A
SPY
0.30
5Y Dividends CAGR
Winner
SCHH
6.48%
SPY
6.00%
5Y EPS CAGR
SCHH
7.76%
Winner
SPY
26.40%
Debt to Equity
Winner
SCHH
46.68%
SPY
48.17%
P/S Ratio
SCHH
7.45
Winner
SPY
3.72
P/B Ratio
Winner
SCHH
2.61
SPY
5.55
SCHH vs SPY - Holdings Comparison
SCHH and SPY have 30 common holdings. Overlap is 1.82%
SCHH's top 25 holdings weight is 70.81%. SPY's top 25 holdings weight is 51.49%.
| Rank | SCHH | SPY |
|---|---|---|
| #1 | WELLTOWER INC (WELL) - 11.08% | NVIDIA CORP (NVDA) - 7.76% |
| #2 | PROLOGIS INC (PLD) - 8.90% | APPLE INC (AAPL) - 7.44% |
| #3 | SIMON PROPERTY GROUP INC (SPG) - 4.71% | MICROSOFT CORP (MSFT) - 4.56% |
| #4 | DIGITAL REALTY TRUST INC (DLR) - 4.22% | AMAZON.COM INC (AMZN) - 3.74% |
| #5 | REALTY INCOME CORP (O) - 4.10% | ALPHABET INC CLASS A (GOOGL) - 3.14% |
| #6 | EQUINIX INC (EQIX) - 4.03% | BROADCOM INC (AVGO) - 2.83% |
| #7 | AMERICAN TOWER CORP (AMT) - 3.79% | ALPHABET INC CLASS C (GOOG) - 2.53% |
| #8 | PUBLIC STORAGE (PSA) - 3.31% | META PLATFORMS INC CLASS A (META) - 2.18% |
| #9 | VENTAS INC (VTR) - 3.21% | MICRON TECHNOLOGY INC (MU) - 1.69% |
| #10 | IRON MOUNTAIN INC (IRM) - 2.53% | TESLA INC (TSLA) - 1.65% |
| #11 | CROWN CASTLE INC (CCI) - 2.25% | ELI LILLY AND CO (LLY) - 1.44% |
| #12 | EXTRA SPACE STORAGE INC (EXR) - 2.08% | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #13 | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.96% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.39% |
| #14 | AVALONBAY COMMUNITIES INC (AVB) - 1.79% | ADVANCED MICRO DEVICES INC (AMD) - 1.37% |
| #15 | EQUITY RESIDENTIAL (EQR) - 1.57% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.97% |
| #16 | ESSEX PROPERTY TRUST INC (ESS) - 1.28% | JOHNSON & JOHNSON (JNJ) - 0.93% |
| #17 | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.27% | VISA INC CLASS A (V) - 0.91% |
| #18 | KIMCO REALTY CORP (KIM) - 1.19% | INTEL CORP (INTC) - 0.77% |
| #19 | WEYERHAEUSER CO (WY) - 1.15% | WALMART INC (WMT) - 0.75% |
| #20 | W.P. CAREY INC (WPC) - 1.13% | ABBVIE INC (ABBV) - 0.70% |
| #21 | INVITATION HOMES INC (INVH) - 1.10% | APPLIED MATERIALS INC (AMAT) - 0.69% |
| #22 | HEALTHPEAK PROPERTIES INC (DOC) - 1.05% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #23 | HOST HOTELS & RESORTS INC (HST) - 1.05% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #24 | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.04% | COSTCO WHOLESALE CORP (COST) - 0.64% |
| #25 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 1.02% | CATERPILLAR INC (CAT) - 0.63% |
| Total Holdings | 122 | 505 |
SCHH vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
SCHH
+0.59%
Winner
SPY
+2.30%
3M
SCHH
+2.37%
Winner
SPY
+5.00%
6M
SCHH
+10.65%
Winner
SPY
+11.88%
1Y
SCHH
+17.91%
Winner
SPY
+22.80%
5Y(CAGR)
SCHH
+2.96%
Winner
SPY
+13.20%
10Y(CAGR)
SCHH
+3.69%
Winner
SPY
+15.26%
Max(CAGR)
SCHH
+7.07%
Winner
SPY
+8.59%
SCHH vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | SCHH | SPY |
|---|---|---|
| 2026 | +16.26% | +13.10% |
| 2025 | +3.20% | +18.00% |
| 2024 | +3.89% | +25.59% |
| 2023 | +11.27% | +26.72% |
| 2022 | -24.46% | -18.64% |
| 2021 | +45.90% | +30.52% |
| 2020 | -13.48% | +17.28% |
| 2019 | +26.23% | +31.09% |
| 2018 | -4.02% | -5.24% |
| 2017 | +3.43% | +20.78% |
| 2016 | +7.86% | +13.59% |
| 2015 | +1.89% | +1.31% |
| 2014 | +32.13% | +14.56% |
| 2013 | -0.03% | +29.00% |
| 2012 | +15.83% | +14.17% |
| 2011 | +9.48% | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
SCHH vs SPY Drawdown Comparison
The maximum drawdown for SCHH was -44.22%, occurring on Mar 23, 2020. Recovery took 328 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current SCHH drawdown is -3.42%. The current SPY drawdown is -0.36%.
| Rank | SCHH | SPY |
|---|---|---|
| #1 | -44.22% Feb 21, 2020 - Jun 10, 2021 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -33.26% Dec 31, 2021 - Apr 17, 2026 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -22.70% Jul 22, 2011 - Feb 1, 2012 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -18.03% May 21, 2013 - May 30, 2014 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -16.82% Aug 1, 2016 - Aug 17, 2018 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -16.51% Jan 26, 2015 - Mar 31, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -13.34% Dec 6, 2018 - Jan 31, 2019 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -9.35% Sep 14, 2012 - Jan 18, 2013 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -8.73% May 1, 2012 - Jul 2, 2012 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -8.34% Aug 28, 2018 - Dec 6, 2018 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -7.91% Sep 2, 2021 - Nov 2, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -7.54% Sep 5, 2014 - Oct 23, 2014 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -7.23% May 31, 2011 - Jul 7, 2011 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -6.45% Oct 24, 2019 - Feb 12, 2020 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -6.23% Feb 28, 2011 - Apr 20, 2011 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between SCHH and SPY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (1999 - 2026)
SCHH vs SPY dividend yield comparison.
| Year | SCHH | SPY |
|---|---|---|
| 2026 | 1.18% | 0.48% |
| 2025 | 3.04% | 1.07% |
| 2024 | 3.22% | 1.21% |
| 2023 | 3.24% | 1.40% |
| 2022 | 2.55% | 1.65% |
| 2021 | 1.50% | 1.20% |
| 2020 | 2.86% | 1.52% |
| 2019 | 2.86% | 1.75% |
| 2018 | 3.64% | 2.04% |
| 2017 | 2.22% | 1.80% |
| 2016 | 2.81% | 2.03% |
| 2015 | 2.48% | 2.06% |
| 2014 | 2.18% | 1.87% |
| 2013 | 2.59% | 1.81% |
| 2012 | 2.51% | 2.18% |
| 2011 | 2.26% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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